MoneyThumb Opiniones 

90
TrustScore: 3 sobre 5

3,1

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Consulta las opiniones de los clientes

Valorada con 1 estrellas sobre 5

Support is no help at all, and my product did not download correctly. In fact, it was corrupt, and it locked up my file explorer somehow. I have spent HOURS trying to get this fixed. I finally foun... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

I've used other, similar products. MoneyThumb's 2qbo Convert Pro with PDF+ is not only far less expensive but conspicuously more accurate, faster, and doesn't bog down other running programs. You don'... Ver más

Valorada con 5 estrellas sobre 5

MoneyThumb has been a huge saving point for my company. Many clients do not send register information and we have to rely on the bank statement. This program gives us the ability to take the older s... Ver más

La empresa ha respondido

Valorada con 2 estrellas sobre 5

1st conversions with money thumb did not work properly. Support tried to help, though had pbms fixed only to import 3 accounts into quicken, and when manually tried correct errors, caused other acco... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Compañía de software
  2. Contable
  3. Servicios financieros alternativos
  4. Servicio de business-to-business
  5. Institución financiera
  6. Proveedor de software

Sobre MoneyThumb

Escrito por la empresa

MoneyThumb simplifies your lending and financial accounting through easy-to-use financial file converting and analysis tools.

Our products move transaction data from where you have it to where you need it, helping speed up financial decision-making with more accuracy.

PDF Insights: Enables banks and lenders to read and analyze financial documents in seconds to determine a loan applicant’s creditworthiness.

Thumbprint®: Helps banks and lenders instantly evaluates and scores the authenticity of PDF financial documents giving you a fraud score so you can make more confident lending decisions.

Accounting File Converters: Helps accounting professionals and small businesses convert virtually any file type into the QBO, QFX, OFX, or other formats for quick and easy import into your accounting system.


Información de contacto

3,1

Medio

TrustScore: 3 sobre 5

90 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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3,1

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(90)

12 opiniones en los últimos 12 meses

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Valorada con 1 estrellas sobre 5

Beware

Beware, this Moneythumb "software" is a scam. It does not work as advertised and they will not refund your money. It is a waste of time and money.

18 de abril de 2022
Opinión espontánea
Logotipo de MoneyThumb

Respuesta de MoneyThumb

Hi Christian - We are sorry to hear that you had some difficulty converting your statements. We are happy to provide unlimited support, free of charge, to assist you if you feel the system did not produce the results you were looking for. What may seem to be big problems are often resolved by a simple Settings change and as we have offered multiple times, we are happy to provide you with guidance on how to use the software.

Our system has an incredibly high accuracy rate, but in the event there really is a problem that we cannot fix, then we will absolutely issue a refund. From a business standpoint, we need to avoid people using the software and then requesting a refund once their use is complete. To satisfy that end, we simply need for you to provide the requested information on your conversion issues. We have a great track record of fixing issues, but if we cannot, we will issue a refund.

We would like to keep you as a customer, and presumably you would like to have your data converted. We hope we can work together to resolve your issue.

Valorada con 1 estrellas sobre 5

Maybe my own misunderstanding as I was…

Maybe my own misunderstanding as I was of the view that I am purchasing a product that can convert from PDF to csv, however it can only do conversions to OFX.

8 de abril de 2022
Opinión espontánea
Logotipo de MoneyThumb

Respuesta de MoneyThumb

Hello - it appears that you may have selected the wrong converter. We do have a pdf2csv converter. Please reach out to support@moneythumb.com and we'll be happy to point you in the right direction.

Valorada con 1 estrellas sobre 5

Be very careful reading the positives

Be very careful reading the positives. This software is horrible and the customer service is worse. I cancelled, but they claimed I updated my card! I most certainly did not, but they got it from a updater service that provides updated expired cards. I’m fine with updater services but subscriptions or important auto drafts etc, but not for a company I cancelled last year. Refuse to refund my money, apparently $100 is too important. Also, the software didn’t work… very complicated to convert a PDF that my new MacBook now does without software.

7 de abril de 2022
Opinión espontánea
Valorada con 4 estrellas sobre 5

MoneyThumb's 2QBO Convert and PDF+ Add on

MoneyThumb's 2QBO Convert Pro was recommended by a man who uses it and whose opinion I take seriously. What I bought was pricey at $350 and I've used it 3 times in a year. It does work better each time I use it because I'm learning how to use it more with each use. The PDF+ addon feature must be renewed annually but it only cost $99. There is a lot of value in this product especially if used frequently (at least 12 times) in a year. As you hone your skills with it, it will prove to be a very smart choice.

31 de diciembre de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Works perfectly

Unlike the negative review from Gordon H, I read the documentation, followed the instructions, and even though my bank also does not support QuickBooks I was able to import statements from my bank using a trivial workaround. I think its an amazing product.

23 de noviembre de 2021
Opinión espontánea
Valorada con 1 estrellas sobre 5

Their QfxToQbo software does NOT work…

Their QfxToQbo software does NOT work as advertised. If the bank you are using does not pay for a QID with QuickBooks (such as US Bank), you will NOT be able to upload the QBO file that is created. Instead, you will get the following error:
YOU are trying to upload the web connect file with an account type that QuickBooks does not support. Please contact your Financial Institution for details.

24 de agosto de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

I was skeptical about purchasing this…

I was skeptical about purchasing this and I had months of data that had to be converted from PNC BANK bc it is not user friendly with Quicken when it goes past a certain number of months. This program was easy to use and was a time saver and LIFESAVER!!!!

30 de mayo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

I've used other, similar products.

I've used other, similar products. MoneyThumb's 2qbo Convert Pro with PDF+ is not only far less expensive but conspicuously more accurate, faster, and doesn't bog down other running programs. You don't need a bookkeeper if you use it. I'd give it ten stars if I could.

2 de abril de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Never knew this PDF converter even existed

I can't believe I never knew this PDF converter even existed. It saves me so much time from having to manually input numbers from my bank statements to QuickBooks. Any time I have a question I send a note to the support team, and they're responsive.

26 de marzo de 2021
Opinión espontánea
Valorada con 1 estrellas sobre 5

I don't see what the hype is about

I don't see what the hype is about. It tricks Quickbooks into thinking it is a bank download. You can do the same thing by uploading a CSV file. It didn't save me any time, just cost me more $$. You still have to push all the data from the "For Review" bucket into the GL. The vendor name is not automatically recognized.

22 de marzo de 2021
Opinión espontánea
Valorada con 5 estrellas sobre 5

Amazing software

I bought the 2qbo Convert Pro and FREAKIN' LOVE IT!!! I want to tell all my business peeps out there! This is AMAZING! I never knew this existing, and it will save me HOURS!

12 de octubre de 2020
Opinión espontánea
Valorada con 1 estrellas sobre 5

Moneythumb CSV2QBO for $59.95 didn't…

Moneythumb CSV2QBO for $59.95 didn't offer any additional features for me than imported a plain CSV file. The website was misleading. You can find a trial version to see if it will work before spending time & money.

9 de septiembre de 2020
Opinión espontánea
Valorada con 5 estrellas sobre 5

An amazing experience with Money Thumb

An amazing experience with Money Thumb. The PDF Insights program does an super job and is really fast! Pricing is exceptionally low. I had a n issue that I reported to their support group and was dazzled by the turn around time to address it....immediate! Highly recommend them as a quality company that stands behind their product.

6 de abril de 2020
Opinión espontánea
Valorada con 5 estrellas sobre 5

A great time saver at tax time!

A great time saver at tax time!

I had not kept my QuickBooks accounts up to date and my bank would only let me download 3 months of data. With MoneyThumb I was able to take older PDF statements, and get everything into QuickBooks. Really like the way the converter reconciles the statement so I know it was correct, and that I can automatically get the payee names to match up with QuickBooks. Awesome program!

1 de marzo de 2020
Opinión espontánea
Valorada con 5 estrellas sobre 5

Preview option not coming up and QBO files not being created.

I just wanted to let evryone know that the support from MoneyThumb is fantastic. I encountered an issue with my Preview/Conversion when running the program where my Preview option would not come up and my QBO files were not being created either. This crippled my progress uploading converted PDF to QBO files into QBooks on-line.I had encountered a problem that hey had never seen, or heard of, before. It was quite a challenging issue. After trying various troubleshooting techniques, a manager conducted a remote session with me and was able to lead me to the issue. Recalling my days as a Customer Support Manager, I realize the difficulty and stress related to a problem that you know should NOT be happening and it's usually something weird that the user did. In this case, it was me. I put a "/" in my filtering options in the last Preview that worked for me and that was saved in a file. This entry in the file caused the program to "crash", every time, on subsequent runs. Using a log file and RegEdit,he was able to walk me through the lines that needed to be removed.
All support people involved were great. Very patient, professional, and responded quickly to my e-mails. I could not thank them enough as I absolutely love this conversion software.

20 de febrero de 2020
Opinión espontánea
Valorada con 1 estrellas sobre 5

Had to give 1 star in order to post…

Had to give 1 star in order to post this. I would rather give 0. I can't review this product because it won't download. The company has my money, and I have nothing.

This just happened minutes ago and hopefully they are working on it, But my point is, if download doesn't work, DON'T TAKE THE MONEY.

10 de noviembre de 2019
Opinión espontánea
Valorada con 5 estrellas sobre 5

If you are Professional Funding…

If you are Professional Funding (broker) consultant and want to separate yourself from the pack of impostors ,I strongly recommend 'MoneyThumb'' .
Imagine submitting file to your Underwriters relieving them and yourself of spending hours reviewing months of bank statements, tracking down NSF'S, Transfer's, calculating average balances all in one report ! Pre-qualifying to which Lender it would fit best,
Imagine your underwriters delight and his opinion of your professionalism resulting in higher percentage of approvals.
MoneyThumbs software and Gabriel Munoz support is definitely a game changer.
Up your game, let Gabriel give you a demo, you will not regret this.
Hence increasing your approvals and freeing you up to prepare the next file.

Gabriel Munoz
Sales Specialist Money Thumb
(347) 252-3839

25 de junio de 2019
Opinión espontánea

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